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Quick Base will send a report of the events currently displayed on your calendar.

Set conditions across fields: If a user appears in any one of three fields show the record on a report

Report needs to show records where the current user appears in any of three fields: Owner, Author or Reviewer

Conditional (If - Then)

Create a custom formula column (type checkbox) with the following formula:

[Owner]=User() or
[Author]=User() or
[Reviewer]=User()

If the
Owner field contains the value that is the current user or
Author field contains the value that is the current user or
Reviewer field contains the value that is the current user
then turn on the checkbox

Checkbox

Because the custom column is a checkbox type field, you don't need to use an If() function to set the condition. If the conditions listed are met, the value in the custom column is automatically Yes (in other words, the checkbox is turned on).

Once you create this formula for the custom column of your report, you must set the filtering section to take advantage of it. Select Custom Column is and then type in the word YES.

The predecessor field (under properties) needs to be changed from formula builder to Type-In.

If the task is not completed, it calculates the expected end date (by adding the amount of time it will take to when it starts), and if the task is completed, then it uses the date that it was actually finished, as entered by the user completing the task.

If the Organization Name field's leftmost three characters are "the" then remove the four leftmost characters (Why specify 4 instead of 3? To remove the space after "the"). Otherwise (if there's no "the") just show the organization name.

If you subtract the date in the Sales Presentation field from today and it's greater than seven, turn the checkbox field on (true), otherwise turn it off (false).

Each line of the formula beginning with "If" repeats these same conditions for each field listed. Each If/Then condition is joined by an "or" operator. This means that if the condition is met in any field, QuickBase will turn on the checkbox field.

Checkbox

Use this formula to create a view. You can feature the checkbox field in the view to see which records have it checked and which don't. You can also use this custom formula field in the view's criteria. In other words, design the view so that you only see those records where this checkbox field is on. Read more about using custom columns in views here: https://www.quickbase.com/help/custom_column_in_view.html

Formula to create a view that shows records where [checkbox 1] is turned on OR [checkbox 2] is on OR [checkbox 3] is on and so on

Conditional (If - Then)

If(([F1] or
[F2] or
[F3])=true, true,
false)

If F1 or F2 or F3 checkboxes are turned on (True), then this formula returns True (yes), otherwise it returns false (no).

Checkbox

You'd use this formula to create a "custom column" in the view builder. The custom column type is "checkbox." Then set the view's matching criteria to <custom column> = Yes. When you do so, your view shows only those records that meet the condition of the formula. For more on using formulas to create views and reports, please read: https://www.quickbase.com/help/custom_column_in_view.html

Is there an easy way to create a calendar or timeline from a table report?

Yes. If the application administrator has specified default calendar and timeline settings for an application, you can easily create a calendar or timeline from a table report just by clicking a link. Quick Base uses the default settings as a basis for creating the calendar or timeline.

To create a calendar or timeline from a table report:

Display a table report.

In the menu at the top of the report, click Other, and then click Report Table as a Calendar or Report Table as a Timeline.

Save the calendar or timeline by clicking Save this report.

Note: If calendar or timeline defaults have not been set, then Report as Calendar and Report as Timeline won't appear as options. Read how to set defaults for calendars and for timelines.

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When you bring additional fields into a conversion, Quick Base often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quick Base finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quick Base needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

If you want to create three separate Acme records (Acme-New York, Acme-Dallas and Acme-Portland) click the Conform link at the top of the column.

If the dissimilar entries are mistakes (say Acme only has one office in New York and the other locations are data-entry errors) go back into your table and correct the inconsistencies—in this case, changing all locations to New York. Then try the conversion again.